See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,184 | $190,805-94.1% | $159,960-93.0% | $134,475-91.7% |
| Participation rate | 93.8% | 81.9%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -11.56% | 552.23%-563.8pp | 408.60%-420.2pp | 417.96%-429.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,775 | $6,923-59.9% | $6,182-55.1% | $6,400-56.6% |
| Admin fee / account holder | $1,330 | $10,471-87.3% | $8,698-84.7% | $11,426-88.4% |